Gould Asset Management
SUSB icon

Gould Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Gould Asset Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44M Sell
58,870
-2,210
-4% -$54.7K 0.23% 54
2026
Q2 		$1.53M Buy
61,080
+36,955
+153% +$924K 0.24% 54
2026
Q1 		$605K Sell
24,125
-165
-0.7% -$4.16K 0.11% 96
2025
Q4 		$613K Buy
24,290
+2,065
+9% +$52.2K 0.11% 88
2025
Q3 		$563K Sell
22,225
-830
-4% -$20.9K 0.1% 96
2025
Q2 		$580K Buy
23,055
+2,355
+11% +$58.7K 0.11% 93
2025
Q1 		$517K Buy
20,700
+3,200
+18% +$79.4K 0.11% 96
2024
Q4 		$432K Buy
17,500
+1,165
+7% +$28.9K 0.09% 106
2024
Q3 		$411K Buy
16,335
+2,155
+15% +$53.6K 0.09% 113
2024
Q2 		$347K Buy
14,180
+1,875
+15% +$45.7K 0.08% 117
2024
Q1 		$301K Buy
12,305
+1,370
+13% +$33.5K 0.07% 126
2023
Q4 		$268K Sell
10,935
-60
-0.5% -$1.44K 0.07% 130
2023
Q3 		$261K Buy
10,995
+2,035
+23% +$48.6K 0.07% 119
2023
Q2 		$214K Hold
8,960
– – 0.06% 136
2023
Q1 		$216K Sell
8,960
-1,755
-16% -$42K 0.06% 133
2022
Q4 		$255K Buy
10,715
+810
+8% +$19.1K 0.08% 123
2022
Q3 		$233K Buy
+9,905
New +$238K 0.08% 106
2022
Q2 		– Sell
-8,185
Closed -$202K – 153
2022
Q1 		$202K Sell
8,185
-1,965
-19% -$49.3K 0.06% 137
2021
Q4 		$260K Buy
+10,150
New +$261K 0.07% 119
2021
Q2 		– Sell
-8,945
Closed -$232K – 157
2021
Q1 		$232K Buy
+8,945
New +$233K 0.07% 131

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Gould Asset Management's SUSB Position: Q3 2026 in Review

Gould Asset Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.6% in Q3 2026, selling an estimated $54.7K and leaving 58,870 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #54.

Gould Asset Management first reported a position in SUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q2 2026. 209 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Gould Asset Management held 58,870 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.44M as of Q3 2026.
  • Gould Asset Management sold 2,210 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $54.7K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.23% of Gould Asset Management's portfolio in Q3 2026, its #54 holding.
  • Gould Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Gould Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.53M in Q2 2026.
  • 209 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Gould Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.